DFX Intelligence

K••• J••••• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

K••• J••••• T•••••

Advisor at P•• A•••••••

Mesa, AZ

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Search this name across graphsid dfx:ria:ef52e3d8-3cf0-5df7-0416-9662c7f1fca4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 20, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P•• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• A•••••••	Independent wealth	Jan 11, 2023	n/a	yes	Mesa, AZ	Current employment
E•••••••• A•••••••• L••	National bd RIA	Jul 16, 2018	Jan 18, 2023	no	MESA, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	P•• A•••••••	Jan 18, 2023	Jan 11, 2023	-7	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E•••••••• A•••••••• L••	Jul 17, 2018	Jul 16, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:173344:AZ:2023-01-13	Jan 18, 2023	Jan 11, 2023	MESA, AZ	Firm change
7691:6627:AZ:2018-07-03	Jul 17, 2018	Jul 16, 2018	MESA, AZ	Firm change

Relationships

Registered with (3)

→ P•• A•••••••Registered adviserregistration: current employment
Jan 11, 2023 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 16, 2018 to Jan 18, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 20, 2012 to Jul 17, 2018factForm ADV

Dated events

Occurred
Jan 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef52e3d8-3cf0-5df7-0416-9662c7f1fca4
First observed: Aug 20, 2012
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.